Barnes Wealth Management Group’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History

Barnes Wealth Management Group’s Portfolio RSSB Stock Details RSSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$248K	Buy	8,363 +430	+5%	+$13.2K	0.11%	167
2026 Q2	$244K	Buy	7,933 +60	+0.8%	+$1.8K	0.11%	169
2026 Q1	$214K	Sell	7,873 -27	-0.3%	-$771	0.11%	177
2025 Q4	$222K	Sell	7,900 -342	-4%	-$9.8K	0.12%	164
2025 Q3	$232K	Sell	8,242 -36	-0.4%	-$972	0.13%	156
2025 Q2	$217K	Buy	+8,278	New	+$199K	0.13%	149

Other funds holding RSSB

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

Wright Wealth Atlanta, Georgia $174M AUM 16.27% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Barnes Wealth Management Group's RSSB Position: Q3 2026 in Review

Barnes Wealth Management Group increased its Return Stacked Global Stocks & Bonds ETF (RSSB) stake by 5.4% in Q3 2026, buying an estimated $13.2K and bringing the position to 8,363 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #167.

Barnes Wealth Management Group first reported a position in RSSB in Q2 2025 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold RSSB as of Q3 2026.

Barnes Wealth Management Group held 8,363 shares of Return Stacked Global Stocks & Bonds ETF worth $248K as of Q3 2026.
Barnes Wealth Management Group bought 430 Return Stacked Global Stocks & Bonds ETF shares in Q3 2026, an estimated $13.2K.
Return Stacked Global Stocks & Bonds ETF made up 0.11% of Barnes Wealth Management Group's portfolio in Q3 2026, its #167 holding.
Barnes Wealth Management Group first reported a position in Return Stacked Global Stocks & Bonds ETF in Q2 2025 and has held it in 6 quarters since.
42 funds tracked by Wall St. Rank held Return Stacked Global Stocks & Bonds ETF as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.